Wansh Agarwal

Saudi have had enough US nonsense. The dollar is dying and a new financial world order is emerging. Anyone saying otherwise is a fool.

I recently had dinner with Dr Devi Shetty, the founder of Narayana Hospitals. For those who don't know him, he's the guy who figured out how to do open heart surgery for a few hundred dollars when the same procedure costs a bomb in the US. Narayana has 18,000 beds across India, and if you ask most middle-class people in Bangalore about it, they'll speak highly of it. There was one thing I kept thinking about over and over again after meeting him. Narayana's market cap is around ₹38,000 crore. Now compare that to pretty much any half-decent financial services business in India, and it'll be valued more than that, including Zerodha. A brokerage, worth more than a hospital chain, that has probably saved hundreds of thousands of lives. I get the arguments. If you're a fund manager/analyst, you can immediately explain it away using margins, capex, asset-light vs asset-heavy, and all that, and I'm not saying the market is wrong. But it's still a strange world we've built, where the businesses closest to money get valued the highest, and the ones doing the hard and essential things get priced like boring utilities. A hospital carries physical infrastructure, enormous liability, thin margins and the actual weight of keeping people alive. And somehow that's worth less than a platform for buying and selling stocks. I don't have a clean take on this. All of this just felt odd. Ps: Nothing here is investment advice. For that, go to @zerodhavarsity

@InvestorOfJAMMU I believe US will impose higher tariffs against NATO countries. NATO is already over, paperwork is just left.

Now the Cold war will start between US Vs France, UK & Italy. Tariffs or NATO separation or what??

The Daring Eagle A New Chapter in #Aatmanirbharta Begins… Rise Above #IndianNavy's indigenously built stealth frigate, #Taragiri will be commissioned on 03 April 2026. 📍 #Visakhapatnam. Watch, what the commissioning crew has to say... When the Sailors Speak, the Seas listen! #Taragiri #RiseAbove #EasternNavalCommand #EasternFleet

Make a bill for everything, loot public as much as possible. Before raising the fine to ₹500, the government should ensure there are enough public urination facilities across cities.

If women aren’t engaging with finance and market posts on X, what kind of content are they interacting with?

@shivam58860963 @ThetaVegaCap Ho na ho, as a nation hume prepared rehna hain. Last time we lost in narrative warfare. Maybe next time we will do much better in that aspect.

@imwansh @ThetaVegaCap kch na hona agle 2 saal tk bkwaas hai sab

People are Saying Operation Sindoor 2.0 Soon But why govt will do that at this stage ? What am i missing ? #OperationSindoor

@InvestRepeat Youtube runs copyright checks for all new content uplaoded. Even FB has introduced the feature to protect the original creators. X doesn't have it but eventually they will have to get that if they really wish creators flourish on their platform.

@imwansh Yes. I believe X doesn't have that claiming panel yet so people get away with it. If same things done on YouTube, channel will be gone in a week.

Many finance X accounts now clip YouTube interviews of mutual fund managers and post them on X for engagement farming & getting more X ad revenue. Never took permission from the team that actually conducted those talks. No personal contribution in that content - Simply downloading YouTube clips of others, posting on X and gaining $. Interesting.

I see many complaining about pay rates for India vs US audience. You need to understand that advertisers don't pay equal for an Indian vs an American. The US citizen has better purchasing power compared to the Indian one and hence, the former is more valuable. This isn't the case on X but also adsense, YouTube, Facebook, Snapchat, Telegram, and almost all platforms. That's why many tier-2 and tier-3 countries people target tier 1 audience to earn hansome paycheques.

@InvestorOfJAMMU Because they bring more money to the table. Their purchasing power is more.

For the same impressions, US content creators are paid around 10x Big big difference.

@WhiteHouse Waiting for markets to be closed before making a big attack on Iran.

SOON.

@zalajaysinh @InvestorOfJAMMU Connect

@InvestorOfJAMMU Let's connect

X #Payout day tomorrow morning. How much are you expecting this time?? Are you eligible yet??

@vikramchandra US is going to attack in a day or two I guess.

Trump says he is “pausing the period of energy plant destruction” till April 6. Remember that Iran has threatened to respond to any such strikes by hitting desalination plants across the Gulf. The roller coaster continues. Meanwhile the US stock makers have lost about a trillion dollars in market cap today….

@sparsh_sehgal Mine is 40%. I follow only those who engage in Finance or Markets. Rest noise I avoid.

Was exploring analytics and was surprised to learn that 11% of my followers are verified. For reference, verified users form only ~1% of x's user base. This is probably because my account is quite niche; this metric would likely fall if total followers grew.

This conflict is unlikely to end unless the Islamic regime collapses. Achieving that objective could require multiple operations carried out in phases. Several countries in West Asia may also quietly support such an outcome. For India, the priority should be safeguarding its own interests and minimizing any economic or strategic fallout.

Many developments suggest that the US and Israel may be preparing for a larger military action. If that happens, the conflict could escalate significantly, potentially triggering an energy crisis. In such a scenario, India might also have to consider restrictions or precautionary measures. It’s wise to stay but equally important not to spread panic.

@QuantBreadth Absolutely true.

@imwansh Markets have a way of testing conviction Noise is loud, outcomes are quiet

Everyone attacked fund managers for buying the Lenskart IPO. 4.5 months later: +25%. The market has a funny way of humbling loud opinions.

@bullbearbites Connect

If you are in Stock Market, Let's connect then. #stockmarket